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Our Solutions

For Advisers

We support advisers with products and services to help them provide trading, cash, gearing and portfolio management solutions to Australian Investors.

Our broad product range and in-depth knowledge of the intermediary market and the challenges advisers face puts us in the perfect position to be able to support their needs. This includes assistance with migrating clients using our dedicated Transition Services team. Just ask any of the 800 Dealer Groups and 10,000 advisers we currently work with.

For Institutions

We understand that every client and their business is unique and requires a bespoke service. That’s why we aim to work with our clients to understand their needs and develop solutions.

We can provide a range of solutions from a simple branded online trading website to a fully-integrated, end-to-end share trading and portfolio administration service embedded in your existing platform or business.

For Advisers

Online Trading

Our platform, your proposition

Our packages are designed for advisers needing an ‘out of the box’ direct trading solution. Enjoy the experience and innovation of the leading CommSec online trading platform plus additional features for advisers trading on behalf of clients.

Portfolio Service

Portfolio Service brings together the best products from CommSec Adviser Services and Colonial First State under a single, efficient and cost-effective reporting and administration service.

Designed to overcome the challenges of managing assets off-platform, Portfolio Service’s combination of investment choice, functionality and flexibility will allow you to deliver outstanding service to clients with sophisticated investment needs.

Debt Optimisation

Make more out of what you have

Consolidate your clients’ home, investment and personal loans and make use of available equity using CALIA+, a single, easy to manage line of credit facility. A CALIA+ facility allows you to monitor your clients’ overall financial position and take advantage of investment opportunities as they arise.

SMSFs

Self Managed Super Funds (SMSFs)

SMSF CommSec Adviser Services’ powerful SMSF solutions bring together our trading and portfolio services with CommBank’s cash and term deposit accounts – to give you and your clients all that’s needed to seamlessly manage their SMSF. With CommBank being Australia’s leading account provider for SMSFs, our SMSF solutions can help you streamline your administration, and increase visibility and control of your clients’ cash flow.

Cash Flow Management

A safe, simple and powerful cash management service for investors

Incorporating the Commonwealth Bank’s Accelerator Cash Account (ACA) and Term Deposit products, the Cash Management Service acts as a convenient, fully-featured cash hub for advisers and their clients.

Gearing

When it comes to gearing, we wrote the book

An Investment Loan can be an effective way to offer your clients greater value through investment strategy diversification. Established as Colonial Geared Investments in 1996 and backed by the Commonwealth Bank of Australia, the CommSec Adviser Services Investment Loan has built a strong reputation on features and value for money.

Investment Management

Building success

The CommSec Investment Management team is a specialist provider of direct investment portfolio construction services, portfolio management and research services to the intermediary market. The team produce a range of Dynamic Model Portfolios across equities, ETFs and warrants as well as a bespoke portfolio service tailored to individual client needs.

For Financial Institutions

Online Trading

Our license, your brand

Designed for Financial Institutions looking to offer their clients an ‘out of the box’ direct trading solution backed by extensive back office administration and call centre support. Control the client experience by adding your branding to the website while avoiding the technology and compliance obligations usually associated with maintaining an online trading website or Marketing Participant status.

Trade Execution Services

Our trading solution, your platform

If you represent a financial institution, Wrap Platform, or if you’re a Fund Manager, our Trade Execution Services are for you. Find out how our suite of services enable you to offer trading of ASX listed equities, warrants and options plus more … while retaining control of the front end client experience.

Equities Administration

Let us support you to support your clients

If you need a high level of customisation and flexibility, find out more about Equities Administration. We can enhance your existing website or platform with tailored administration including tax reporting and/or online corporate actions management.

A Guide to Working Together

This website contains general information for advisers only and does not take into account any individual objectives, financial situation or needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information. This website has been produced by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400 under the brand CommSec Adviser Services. CommSec Adviser Services (CAS) is a brand of Commonwealth Bank of Australia (the Bank) ABN 48 123 123 124 AFSL and Australian credit licence 234945.

Portfolio Service is offered by AUSIEX under the brand CAS and Colonial First State Custom Solutions (CFSCS), which is the registered business name of Avanteos Investments Limited (AIL) ABN 20 096 259 979 AFSL 245531. CFSCS and AUSIEX are wholly owned but non-guaranteed subsidiaries of the Bank. Portfolio Service provides access to the Trading Account, Accelerator Cash Account (ACA) and Managed Investments Account. The Managed Investments Account is an investor directed portfolio service (IDPS) operated by CFSCS. Share Trading and Investment Management services are provided by AUSIEX, a participant of the ASX Group and Chi-X Australia. The ACA and Term Deposit are deposit products issued by the Bank and administered by AUSIEX, under the brand CAS. The Investment Loan and CALIA+ lending products are available under the CAS brand are provided by the Bank and administered by the Bank’s wholly owned but non-guaranteed subsidiary Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814, a participant of the ASX Group and Chi-X Australia.

Acknowledgement

The validation and interactive prompts throughout the online application help ensure all information is complete and correct before application submission. The result is faster processing due to less rework because of missing or incorrect information as compared to our pdf applications.

Online validation for requests means you get a response on the likely success of the transfer instantly compared to a paper form. The result is faster processing due to less rework due to registration details not matching.